Uni President Enterprises: Positive Catalyst from Additional Stake Purchase of Carrefour Taiwan
We believe the acquisition of the additional 49.5% stake in Carrefour Taiwan is likely to have a positive impact on Uni President Enterprises (1216...
403 Views
Luckin Coffee (瑞幸咖啡) - Base Case Valuation - Cheap Coffee Expensive Company
Luckin Coffee (LK US) is looking to raise up to US$800m in its upcoming IPO. You can find our early thoughts in: Luckin Coffee (瑞幸咖啡) Early...
1.1k Views
President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
928 Views
ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
2.2k Views
Dairy Farm International Holdings: Anticipation of a Margin Turnaround Reflects in the Stock Rally
A pioneer of modern retail in Asia. A play on consumption and consumer confidence across Asian markets. A stellar acquisition-led growth record....
1.1k Views